Invested Better
Advisors in Wisconsin
7,945 Results
Unclaimed

Raymond James & Associates, Inc.

location

Waukesha, WI

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Branson is an investment advisor representative with Raymond James & Associates, Inc. with over 20 years of experience in the financial services industry. Gregory has a wide range of experience in financial planning, portfolio management for individuals and businesses, and pension consulting. Gregory is registered with the state of Wisconsin and Texas and is licensed to sell securities in 13 states. Gregory is also a member of the Elm Grove Fire Department.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Equitable Advisors, LLC

location

MILWAUKEE, WI

experience

10 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Gregory S Dorf is a financial advisor registered with Equitable Advisors, LLC. Gregory has 10 years of experience in the financial services industry. Gregory is licensed in 9 states to provide investment advisory services. Gregory has passed the Series 7, Series 63, Series 66, and Series 79 exams. Gregory offers portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Gregory is also a registered representative of Equitable Advisors, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Ameriprise Financial Services, LLC

location

Madison, WI

experience

35 Years Experience

disclosure

5 Disclosures

ADVISOR BIO

Gregory Thoemke is an investment advisor representative registered with Ameriprise Financial Services, LLC. Gregory is based in Madison, WI and has been in the industry since 1990. Gregory has Series 63, Series 7 and SIE licenses and holds registrations in Arizona, Colorado, Washington, and Wisconsin. Gregory has experience working with individuals, high-net-worth individuals, trusts/estates, insurance companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Wellth Advisory Services, LLC

location

Brookfield, WI

0 Disclosures

ADVISOR BIO

Gregory Gavran is a financial advisor with over 20 years of experience in the industry. Gregory is currently registered with Wellth Advisory Services, LLC in Wisconsin and Illinois. Previously, Gregory was registered with KESTRA INVESTMENT SERVICES, LLC, WOODBURY FINANCIAL SERVICES, INC., PACKERLAND BROKERAGE SERVICES, INC., PRINCOR FINANCIAL SERVICES CORPORATION, NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC, and ROBERT W. BAIRD & CO. INCORPORATED. Gregory specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Johnson Wealth Inc.

location

MILWAUKEE, WI

0 Disclosures

ADVISOR BIO

Gregory King is an investment advisor representative with Johnson Wealth Inc. in Waukesha, Wisconsin. Gregory has been in the industry since September 2015 and has a series 66 license. He is also a registered representative with the state of Wisconsin. Gregory has experience providing financial planning, pension consulting, and portfolio management services to individuals, corporations, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Commonwealth Financial Network | CFP ® (Certifications)

location

Eau Claire, WI

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Dean Edwards is a financial advisor who has been in the industry since March 7, 1998. Gregory is currently registered with Commonwealth Financial Network. Gregory has previously been registered with Sunamerica Capital Services, Inc., Morgan Stanley DW Inc., Wells Fargo Investments, LLC, Wells Fargo Brokerage Services, L.L.C. and U.S. Bancorp Investments, Inc. Gregory is a Certified Financial Planner and holds the following licenses: Series 7, Series 9, Series 10, Series 24, Series 53, and Series 63. Gregory specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

LPL Financial LLC

location

SUN PRAIRIE, WI

experience

26 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Gregory Henning is an investment advisor representative at LPL Financial LLC. Gregory has been in the financial services industry since 1998. Gregory holds Series 7 and Series 66 securities licenses as well as the SIE. Gregory specializes in providing investment advice to individuals, corporations, and pension plans. Gregory works with clients in Arizona, California, Florida, Minnesota, Texas, Virginia, and Wisconsin. Gregory has been with LPL Financial LLC since 2011. Gregory is a financial advisor at Old National Bank in Sun Prairie, WI and is licensed to sell insurance products.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Thrivent Investment Management Inc.

location

OCONOMOWOC, WI

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Buxa is a registered representative with Thrivent Investment Management Inc. Gregory has been in the securities industry for over 10 years and is licensed in Alaska, Arizona, California, Colorado, Illinois, Minnesota, New Mexico, North Dakota, and Wisconsin. Gregory is a registered investment advisor representative and has been with Thrivent Investment Management Inc. since August 2013.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Osaic Wealth, Inc. | CFP ® (Certifications)

location

SHEBOYGAN, WI

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Casper is a financial advisor associated with Osaic Wealth, Inc. and has been in the industry since 2013. Gregory Casper is registered in 21 states and has Series 63, 65, 7, and SIE licenses. Gregory Casper is also a Certified Financial Planner. Gregory Casper offers financial planning, pension consulting, portfolio management for individuals and businesses, educational seminars, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Principal Securities, Inc.

location

Oconomowoc, WI

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Gregory Johnson is an investment advisor representative associated with Principal Securities, Inc. Gregory Johnson has been in the industry since 2012. Gregory Johnson is registered in 27 states as both a broker and an investment advisor. Gregory Johnson offers investment advisory services, financial planning, and educational seminars. Gregory Johnson is also registered as an insurance agent and sells fixed annuities, fixed life insurance, disability & long-term care insurance. Gregory Johnson is a partner at Lake Country Financial Services, LLC, offering life insurance, DI insurance, retirement planning, asset/investment management, and 401k's.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals

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